Waterfront Wealth
ET icon

Waterfront Wealth’s Energy Transfer Partners ET Stock Holding History

Waterfront Wealth’s Portfolio ET Stock Details ET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$847K Sell
41,940
-445
-1% -$9.18K 0.14% 185
2026
Q2 		$871K Sell
42,385
-1,991
-4% -$38.6K 0.13% 183
2026
Q1 		$856K Buy
44,376
+10
+0% +$183 0.16% 169
2025
Q4 		$803K Buy
44,366
+1,231
+3% +$20.5K 0.15% 167
2025
Q3 		$727K Buy
43,135
+10
+0% +$175 0.15% 173
2025
Q2 		$782K Sell
43,125
-288
-0.7% -$5.03K 0.18% 162
2025
Q1 		$807K Sell
43,413
-59
-0.1% -$1.15K 0.2% 153
2024
Q4 		$852K Sell
43,472
-150
-0.3% -$2.66K 0.21% 150
2024
Q3 		$718K Sell
43,622
-174
-0.4% -$2.8K 0.18% 161
2024
Q2 		$710K Sell
43,796
-552
-1% -$8.68K 0.19% 155
2024
Q1 		$705K Buy
44,348
+10
+0% +$146 0.2% 151
2023
Q4 		$612K Buy
44,338
+3,167
+8% +$43K 0.18% 155
2023
Q3 		$567K Buy
41,171
+57
+0.1% +$756 0.19% 152
2023
Q2 		$544K Buy
41,114
+629
+2% +$7.97K 0.16% 164
2023
Q1 		$505K Buy
40,485
+10
+0% +$126 0.17% 159
2022
Q4 		$541K Buy
40,475
+382
+1% +$4.58K 0.19% 157
2022
Q3 		$502K Sell
40,093
-582
-1% -$6.48K 0.19% 147
2022
Q2 		$406K Buy
40,675
+1,918
+5% +$21.5K 0.16% 163
2022
Q1 		$426K Buy
38,757
+3,039
+9% +$30.1K 0.15% 148
2021
Q4 		$294K Sell
35,718
-20,884
-37% -$190K 0.12% 172
2021
Q3 		$542K Buy
56,602
+2,382
+4% +$22.9K 0.26% 91
2021
Q2 		$576K Sell
54,220
-652
-1% -$6.25K 0.27% 90
2021
Q1 		$431K Buy
54,872
+1,295
+2% +$9.46K 0.22% 104
2020
Q4 		$331K Buy
+53,577
New +$324K 0.23% 96

Other funds holding ET

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Eagle Global Advisors
Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return
Fractal Investments
Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Waterfront Wealth's ET Position: Q3 2026 in Review

Waterfront Wealth reduced its Energy Transfer Partners (ET) stake by 1% in Q3 2026, selling an estimated $9.18K and leaving 41,940 shares worth $847K. The position accounts for 0.14% of the portfolio, ranked #185.

Waterfront Wealth first reported a position in ET in Q4 2020 and has held it in 24 quarters since. The position peaked at $871K in Q2 2026. 763 funds tracked by Wall St. Rank hold ET as of Q3 2026.

  • Waterfront Wealth held 41,940 shares of Energy Transfer Partners worth $847K as of Q3 2026.
  • Waterfront Wealth sold 445 Energy Transfer Partners shares in Q3 2026, an estimated $9.18K.
  • Energy Transfer Partners made up 0.14% of Waterfront Wealth's portfolio in Q3 2026, its #185 holding.
  • Waterfront Wealth first reported a position in Energy Transfer Partners in Q4 2020 and has held it in 24 quarters since.
  • Waterfront Wealth's Energy Transfer Partners position peaked at $871K in Q2 2026.
  • 763 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.